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大摩(MS.US)分析師料美股年底難反彈
阿思達克 10-30 15:33
大摩(MS.US)分析師Michael Wilson表示,第四季股市反彈的可能性已大幅下降,期望今年底股市上漲的投資者可能會失望,因企業盈利預測被調低以及消費者與企業信心下降,都與市場普遍預期的情況有所不同。 標普500指數上周五(27日)進入技術調整,收市較近期高位回落10%。Wilson稱,即使經濟表現良好,第四季及明年的企業利潤預測仍然太高,貨幣及財政政策不太可能放寬,而股票上漲的數量亦反映出大多數企業的利潤仍然面臨風險;相信投資者已注意到聯儲局緊縮政策的影響才剛開始在整個經濟中浮現,近數個月來利率敏感股表現不佳,而防守性股票則開始跑贏能源股。
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